Praison Jacob

Juan Espinosa is a Private Client Financial Advisor based in Great Neck, NY, offering tailored financial planning services through Citizens Wealth Management. Their dedicated team of professionals is committed to understanding the unique needs and goals of each client, guiding them through their financial journey with personalized advice and support. The focus at Juan Espinosa is on creating comprehensive financial plans aligned to individual situations, with a collaborative and inclusive process that evolves as clients' lives change. With a team of advisors, a CERTIFIED FINANCIAL PLANNER TM professional, and other specialists, clients can expect a truly personal approach to managing their finances. Clients at Juan Espinosa also benefit from premium rewards through CitizensPlus TM, including higher savings rates, increased cash back rewards, special lending discounts, and more. Citizens Wealth Management® strives to help individuals reach their financial goals by providing a range of advisory solutions designed to meet their unique needs. Generated from the website content

Jonathan Ferrufino is a Private Client Financial Advisor at Citizens Wealth Management, located in Astoria, NY. He and his dedicated advisory team provide comprehensive financial planning services tailored to the unique needs and goals of individuals and families at any stage of life. Citizens Wealth Management emphasizes a collaborative approach, ensuring that clients receive personalized support as their financial situations evolve. The firm also offers exclusive rewards and benefits, enhancing the overall client experience while guiding them toward achieving their financial goals. Generated from the website

Citizens Private Client offers tailored financial planning and management services, designed to guide clients through the complexities of their financial journeys. With a dedicated advisory team, including personal relationship managers and qualified specialists, they create comprehensive financial plans that evolve with clients' life changes. The firm emphasizes a collaborative approach, focusing on understanding the unique needs and goals of individuals and families. Clients also benefit from exclusive rewards through CitizensPlus, which provides enhanced savings rates, cashback benefits, and special lending discounts. Generated from the website